MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$331K
3
+$234K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$164K

Top Sells

1
+$1.93M
2
+$79.9K
3
+$72.6K
4
TWTR
Twitter, Inc.
TWTR
+$68.1K
5
MRK icon
Merck
MRK
+$66.9K

Sector Composition

1 Technology 11.32%
2 Financials 6.07%
3 Communication Services 5.43%
4 Consumer Discretionary 5.32%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
200
202
$16K 0.01%
+2,000
203
$16K 0.01%
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204
$15K 0.01%
280
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205
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200
206
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321
+3
207
$15K 0.01%
425
208
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50
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75
210
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+2
213
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450
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406
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217
$12K 0.01%
2,500
218
$12K 0.01%
118
219
$12K 0.01%
225
220
$11K 0.01%
100
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$11K 0.01%
500
222
$11K 0.01%
+112
223
$11K 0.01%
500
-400
224
$11K 0.01%
+1,000
225
$11K 0.01%
221
7 8
9
10 11